SAVE LIVES THROUGH TAX-DEDUCTIBLE GIVING.
Donate Stock or Bonds
Donating appreciated stocks or bonds is simple and easy to give more to causes you care about. When you donate stock or bonds to a charity, you’ll generally take a tax deduction for the full fair market value. Donating stock saves you money and helps you avoid capital gains tax while earning a bigger tax deduction.
Why Donate Stock or Bonds to a Charity?
There are some pretty big benefits when donating stocks or bonds to the JPII Life Center. Donating stock is one of the smartest and most efficient ways to give to a charity while saving money and earning larger tax deductions. Here are some benefits to consider when donating stock:
What Are The Benefits?
Avoid paying capital gains tax on the sale of appreciated stock.
Receive a charitable income tax deduction.
Your contribution and tax deduction could increase over 20%.
You can maximize your gift and impact.
You can save more lives by paying it forward with gifts of stocks or bonds.
*Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
1. Seek the advice of a financial or legal advisor.
2. When you include the St. John II Life Center in your plans, please provide your financial advisor or bank with the following information and the total gift amount.
You will need to provide JPII with the following information:
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Type of Security.
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Number of Shares transferred.
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Your cost basis of those shares.
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Your acquisition date of those shares.
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Anticipated date of transfer to JPII.
To transfer your shares held with your broker directly to the JPII brokerage account, provide your broker/advisor with the following information:
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Legal Name: St. John Paul II Life Center
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Address: 4201 Marathon Blvd, 3rd Floor, Austin, TX 78756
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Federal Tax ID Number: 20-8785471
3. Please contact give@jpiilifecenter.org or 512-407-2900 to notify our office of your intended gift. Your information will also allow us to identify and promptly acknowledge your gift.
To learn more about giving through stocks or bonds, please read below:
What are the Next Steps
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Grants from Donor Advised Funds
A simple, flexible and tax-efficient way to support your favorite charity.
IRA Charitable Rollover
Make tax-free charitable gifts directly from your IRA to support the JPII Life Center.
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Stocks owned for less than one year.
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Stocks that have obtained losses.
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Privately held stocks or restricted shares of public stocks.
Types of Stock to Not Donate
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Shares that have been held longer than one year and one day.
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Shares with the largest unrealized capital gains.
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Highly liquid stocks that trade on a public exchange.
Best Types of Stocks to Donate
